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Gold/Mining/Energy : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?

To: lbs1989 who wrote (3180)	4/22/2002 6:32:37 AM
From: d:oug	Read Replies (1) \| Respond to of 39344

View from The Sand Box 1/2 full or 1/2 empty? excellent posts 3096 Message 17344692 merits of advanced versus more grassroots plays right now 3139 Message 17359288 <Rotation> ...time to think out load? lbs, Your Geopolitical Pondering Points to ponder... ... fiat money system... structural problems... USA, JAPAN, ARGENTINA, G-7/ IMF and CHINA where Gata Bill's Cafe had an article about this in quite good detail that may be an eye popping for some folks. Don't remember if the article was an external url open to public, but if anyone here feels it on-topic enough then i will scope it out. I'am on Si postings record with opinion that in 5 years Russia will increase in stability and wealth to a degree equal to that which the United States will decrease such that planet Earth will have them both as near equal superpowers, while China in my opinion as relected in this banking situation will never obtain that type of power that is arrived at from the populace. The short version as to why is that Russia's government will be controled by hard line communist similiar to that which existed in the past USSR, but unlike then, now the economy and related parts will be run like a Warren Buffet business using the best of the best Mob folks like in Chicago during them days you could buy a machine gun at local hardware store. The Mob controls everything money related, including tax collection, and the communist party members control the people and military. The Mob has local & state police forces, while communist has the federal aka military internal & external forces funded fully from "generous" amounts from the Mob per agreeement to exist and become of the law, rather than outside it. Very Efficient. Who should we buy? Would we rotate around the Mining Insight categories of Early Exploration, Advanced Exploration, Feasibility and Producers? Should we post those 4 sectors as a basis for further analysis, discussion and review? ... you have done this thread and me a world of service with your frank comments and unselfish analysis. I just wonder if we shouldn't have a contingency plan discussion in case some of Old 49 Errors are not mistakes :o) like there really is an over supply of above ground silver. Best Regards Happy Trails and keep your powder dry

To: lbs1989 who wrote (3180)	4/22/2002 9:13:34 AM
From: russwinter	Read Replies (1) \| Respond to of 39344

<Sand box views> All valid points, plus add the blow up of the carry trade. If you go back a year- year and a half to the old Gold Stock thread before it was wrecked by Gold Tutor and when Bob Johnson participated, you will see Bob and I waxing macro issues all the time. We had some of the best heated debates on this anywhere (IMHO <g>), well worth reading through if you are inclined. Subject 33190 Then one day it dawned on me that macro, top down investing wasn't really making me any money. So now I'm a converted and dedicated (and VERY happy) micro, bottoms up investor: a stock picker. I'm still quite friendly to the big rally gold bull argument and don't just ignore POG/POS trends, but it's secondary to how I actually select my plays. I definitely refuse to use $400 POG as the basis of my investing decisions.